Retirement Planning Education, with Andy Panko

Andy Panko

Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!

Episodes

Mentioned books

Jan 4, 2024 • 36min

#079 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 2 of 2)

Retirement coach Kevin Lyles discusses non-financial aspects of retirement planning, including creating a deceleration plan, traits of a successful retirement, positive relationships, building social connections, and benefits of joining the Rock Retirement Club. Emphasis on emotional preparedness and finding meaning and fulfillment in retirement.

Jun 8, 2023 • 43min

#078 – The non-financial or “softer” side of retirement planning, with Kevin Lyles (Part 1 of 2)

Part 1 of 2 of my discussion with retirement coach Kevin Lyles where he shares his knowledge of planning for the “softer” side of retirement through discussions about meaning, purpose, fulfillment, etc. (original recording was from January 13 2021) Links in this episode:The Rock Retirement Club - www.RockRetirementClub.comFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Jun 1, 2023 • 1h 2min

#077 - Understanding cash value life insurance and how it's sold, with Kevin Lao

Andy and Kevin Lao from Imagine Financial Security discuss when cash value (aka permanent) life insurance may be appropriate, and what to know about the sales processes around such productsLinks in this episode:Kevin's firm, Imagine Financial Security - https://imaginefinancialsecurity.com/Kevin's podcast, the "Planning for Retirement Podcast" - https://imaginefinancialsecurity.com/planning-for-retirement-podcast/

May 25, 2023 • 35min

#076 - What exactly is "Financial Planning?"

Explanation of what financial planning is (and isn't)Links in this episode:www.adviceonlynetwork.com www.napfa.orgwww.feeonlynetwork.comwww.garrettplanningnetwork.comwww.xyplanningnetwork.comRetirement Planning Education podcast episode #015 - What do all of the letters mean after financial advisors' namesRetirement Planning Education podcast episode #053 - What is tax planningFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

May 18, 2023 • 34min

#075 - Qualified Charitable Distributions ("QCDs")

Explanation of what Qualified Charitable Distributions ("QCDs") are and why they're the most tax-efficient way to donate cashLinks in this episode:Retirement Planning Education podcast episode #051 - Introductory overview of the federal income tax system Facebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

May 11, 2023 • 41min

#074 - How to break up with your financial advisor

Explanation of the process for how to part ways with your financial advisorLinks in this episode:Facebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

May 4, 2023 • 46min

#073 - What does it actually mean to be a "fiduciary," and does it matter?

Explanation of what it means to be a fiduciary and why that term has become a marketing buzzwordLinks in this episode:Boomer Benefits website - https://www.BoomerBenefits.comFINRA BrokerCheck - hereFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

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